While ZTE’s run-in with US government authorities has created uncertainty in the market, the Chinese vendor could also lack the R&D might to challenge its bigger rivals in future, says Bengt Nordström, the CEO of analyst firm Northstream.

“You can’t just rip them out of the network, but the long-term direction is that they may be in a sub-scale position,” he said in a recent conversation with Light Reading. “They will obviously be strong in China and to a certain extent in the Asia-Pacific, but their problem is the R&D budget.”

So what are the technologies that will account for most of the IoT connections growth? “Most of it is about narrowband, short-range applications where cellular technology is not really that competitive,” said Bengt Nordström, the CEO of analyst firm Northstream, during a conversation about IoT several days before Ericsson published its latest report. “The more [...]Read more